SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing significant community buzz driven by anticipation for upcoming validator upgrades and potential token supply reduction measures. Investors are debating the long-term utility of the project, while social media sentiment remains polarized between those hoping for a major recovery and those skeptical of its historical volatility.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently trending due to a surge in social media activity and community speculation surrounding a potential price breakout. Discussion is largely driven by traders highlighting its long-term technical potential, recent quantum-resistant narrative, and active accumulation by believers, even as other market participants remain skeptical of its price action.

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

The SPERMWHALE crypto community is actively trading on high volatility and speculative momentum, with many users focused on social media sentiment and the potential for a rebound to previous highs. The project remains a focal point for discussion among meme coin traders despite ongoing debates regarding its long-term viability and the presence of competing new token launches.

Daddy Darth Vader

Community members are rallying behind $DARTH following the departure of the developer, framing the project as a community-driven "Daddy" meme coin currently engaged in a rivalry with other market participants. Discussion is heavily focused on potential price catalysts leading up to May 4th, with participants actively debating the transition to a decentralized model and speculating on future liquidity and growth.

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

MullenArmy is actively discussing the recent price action of the MULN crypto token, with the community polarized between those who view it as a high-potential weekend runner and others labeling it as a scam reminiscent of past EV stock dilution patterns. Social sentiment is heavily driven by 'pump' rhetoric, airdrop incentives, and community-led efforts to rotate profits from other speculative assets into this low market cap project.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently trending due to a combination of internal menu innovation and broader market rotation into defensive, stable dividend-paying assets. Community discourse is sharply divided between investors highlighting the brand's resilience and defensive alpha in a volatile market and skeptics focusing on critical reviews of leadership and evolving consumer preferences.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending as the community rallies around its unique 'brandcoin' model, which pairs aggressive marketing with a diverse range of real-world initiatives like energy drinks, apparel, and athletic sponsorships. Investors are actively discussing the project's long-term potential, frequently citing its high level of social engagement and consistent, organic growth as reasons for their bullish conviction.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple's XRP is currently trending due to heightened speculation surrounding potential institutional announcements at the upcoming Vegas conference and the anticipated markup of the Clarity Act. Community sentiment remains polarized, with vocal debates continuing between investors focused on long-term utility and skepticism from others frustrated by prolonged price consolidation.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E Corp. ($PCG) is trending as investors weigh potential grid-driven growth from data centers and AI demand against lingering concerns over wildfire-related liabilities and regulatory headlines. The community remains divided, with some traders hunting for a bargain at current valuations while others remain cautious due to the company's complex legal history and historical price volatility.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as traders debate the asset's ability to hold critical support levels while reacting to broader cryptocurrency market volatility and institutional accumulation patterns. Community sentiment is deeply divided between those focusing on technical breakout signals and others expressing frustration over price stagnation compared to other sectors.

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Vanguard Growth ETF vs. Vanguard Mega Cap Growth ETF: How They Compare on Costs, Returns, and Risk

Key PointsThe Vanguard Mega Cap Growth ETF (MGK) concentrates on a much narrower portfolio of holdings compared to the Vanguard Growth ETF (VUG...

VOOG vs. VUG: Which Vanguard Growth ETF Reigns Supreme?

Key PointsThe Vanguard S&P 500 Growth ETF (VOOG) offers a higher dividend yield than the Vanguard Growth ETF (VUG...

<ul class="summary-bullets"><li>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, and they see similar trends persisting in 2028 and beyond.</li><li>The firm also stated that SanDisk’s commitment to allocating 50% of its free cash flow to stock buybacks over the next two years will drive a 10% earnings accretion.</li><li>Analysts at Citi stated that the announcement of long-term customer agreements reduces the risk of cyclicality that SanDisk faces otherwise.</li></ul>SanDisk Corp. (SNDK) shattered Wall Street estimates with its third-quarter (Q3) earnings, but analysts highlighted the five long-term customer agreements as the key takeaway of the semiconductor company’s announcement.Analysts at Susquehanna were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility, according to TheFly. The firm has a ‘Positive’ rating on SNDK stock.<a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> were down more than 6% in Friday’s pre-market trade. SNDK was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">SanDisk’s Customer Agreements Reduce Cyclicality Risk, Say Analysts</h2>Susquehanna analysts also noted that a third of SanDisk’s fiscal 2027 revenue is now contracted, while adding that they see similar trends persisting in 2028 and beyond. The firm also stated that SanDisk’s commitment of using 50% of its free cash flow for stock buybacks over the next two years will drive a 10% accretion in earnings.Analysts at Citi stated that the announcement of long-term customer agreements reduce the risk of cyclicality that SanDisk faces otherwise. The firm hiked its price target for SNDK stock to $1,300 from $980 while keeping a ‘Buy’ rating.Jefferies highlighted that some of SanDisk’s long-term customer agreements stretch beyond 2030, while adding that the company remains one of its favorites. The firm stated that SanDisk’s Q3 report was “very strong,” while hiking its price target to $1,400 from $1,000 with a ‘Buy’ rating.Wells Fargo stated in its note that SanDisk’s New Business Model disclosures materially reduced the downside risk and improved the revenue visibility. The firm hiked its price target to $1,250 from $975, while keeping an ‘Equal Weight’ rating on the stock.Barclays hiked its price target for SanDisk to $1,200 from $750 while maintaining an ‘Equal Weight’ rating on the stock. The firm stated that SanDisk’s color regarding the customer agreements provides more confidence with respect to the company’s medium-term outlook.<h2 class="st-heading-2">SanDisk Says Customer Commitments Backed By Financial Guarantees</h2>SanDisk CEO David Goeckeler stated during an earnings call on Thursday that the customer commitments received by the company are backed by firm financial guarantees.“Last quarter, we were engaged in discussions with customers on multi-year supply partnerships, what we refer to as new business models or NBMs. I am pleased to share that we have successfully advanced those conversations with five multi-year partnerships signed so far. These partnerships are structured to lock in committed supply for our customers and committed financials for SanDisk,” he added.He said this represents a fundamental shift in the company’s business, focused on closer customer alignment, greater revenue visibility, and long-term value creation.“While we have made substantial progress, there are significant growth opportunities ahead, driven by the fundamental shift in underlying infrastructure requirements of artificial intelligence,” Goeckeler added.SanDisk reported earnings per share (EPS) of $23.41 on revenue of $5.95 billion, compared to Wall Street estimates of an EPS of $14.66 on revenue of $4.73 billion, according to Fiscal.ai data.The company forecast fourth-quarter (Q4) EPS of $30 to $33, on revenue of $7.75 billion to $8.25 billion. Wall Street expects SanDisk to report EPS of $23.44 on revenue of $6.63 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user recommended investors buy the dip in the SanDisk stock.<stembedurl>https://stocktwits.com/AVGOmysugardaddy/message/651983528</stembedurl>Another user stated that they love the SNDK stock and that they’ve held it since it was at $500.<stembedurl>https://stocktwits.com/Ambitious_Eli/message/651981389</stembedurl><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> is up 362% year-to-date and 3,315% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 32%.The Invesco QQQ Trust (QQQ) is up 40% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 52%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/greg-abel-berkshire-hathaway-meeting-2026-will-be-slightly-different/cZQVcwTReed">Berkshire Hathaway CEO Greg Abel Reveals This Year’s Meeting Will Be A Little Different</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, storage chip manufacturer SanDisk is displayed on a smartphone screen on November 10, 2025 in Guangzhou, Guangdong Province of China. (Photo by Qin Zihang/VCG via Getty Images) 

SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case

Susquehanna analysts were the most bullish on SanDisk’s prospects, doubling their price target to $2,000 from $1,000 while noting increased revenue visibility.

Equity

<ul class="summary-bullets"><li>Wedbush analyst Matt Bryson raised his price target on SanDisk by 62% to $1,200 from $740 while maintaining an ‘Outperform’ rating.</li><li>The analyst noted that his estimate remains relatively conservative relative to end-market trends, adding that SanDisk has been able to raise memory module prices faster than the broader industry.</li><li>Bryson said the new price target reflects better-than-expected memory pricing conditions in the current quarter as well as a better pricing setup heading into the April-June quarter.</li></ul>SanDisk Corp. (SNDK) is expected to report a 178% year-on-year surge in revenue in the third quarter, according to Wall Street estimates, as the artificial intelligence-fueled memory price rally continues.According to data from Fiscal.ai, Wall Street analysts expect SanDisk to report revenue of $4.73 billion in the third quarter (Q3), compared to $1.7 billion during the same period a year ago.Meanwhile, according to the consensus estimate, SanDisk is expected to report earnings per share (EPS) of $14.66 in Q3, compared to a loss of $0.3 per share during the same period a year ago.<a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> were up more than 3% by Thursday mid-morning.<h2 class="st-heading-2">Wedbush Sees SNDK Stock Soaring Further</h2>According to TheFly, Wedbush analyst Matt Bryson raised his price target on SanDisk by 62% to $1,200 from $740 while maintaining an ‘Outperform’ rating.Bryson’s price target hike comes even as SNDK stock has surged by more than 364% year-to-date. The analyst noted that his estimate remains relatively conservative relative to end-market trends, adding that SanDisk has been able to raise memory module prices faster than the broader industry.Bryson added in the note that the new price target for SanDisk reflects better-than-expected memory pricing conditions in the current quarter as well as a better pricing setup heading into the calendar second quarter (Q2), which is the April to June period.Analysts at Melius Research stated earlier this week that they expect the AI memory cycle to continue through the end of the decade, adding that the market will eventually be ready to pay more for the higher margins and demand profiles that AI makes possible across the storage segment.BofA highlighted that this time around, it expects NAND pricing trends to persist for a longer cycle as demand shifts to data centers and AI inference.According to market research firm TrendForce, NAND prices are set to keep rising into 2026, with contract prices expected to climb another 70% to 75% sequentially in Q2, driven by AI and data center demand.The firm added that prices have already increased 85% to 90% in the first quarter.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One user sounded optimistic about the stock’s prospects.<stembedurl>https://stocktwits.com/BTFD432/message/651870131</stembedurl>Another user noted that memory demand has been running hot, driven by AI and tighter supply trends.<stembedurl>https://stocktwits.com/stealingtime/message/651869158</stembedurl><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> is up 364% year-to-date and 3,306% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 28% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 31%.The Invesco QQQ Trust (QQQ) is up 39% during this period, while the State Street Technology Select Sector SPDR ETF (XLK) is up 51%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-march-2026-gdp-q1-2026/cZBMB5QRe4j">PCE Report: Fed's Preferred Inflation Gauge Rises 3.5% In March, Q1 GDP Comes In At 2%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wall Street Expects SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%

Analysts expect SanDisk to report revenue of $4.73 billion in the third quarter, compared to $1.7 billion during the same period a year ago, according to data from Fiscal.ai.

SanDisk’s Q3 Revenue To Surge 178% — Wedbush Hikes SNDK Stock Price Target By 62%

<ul class="summary-bullets"><li>Eisman noted that even after Fair Isaac’s price cuts, his math shows that the charges for every 100 mortgage applications amount to $2,000, while VantageScore charges $99.</li><li>The investor pointed out that the per-application charge comes to $20 at Fair Isaac and $0.99 at VantageScore.</li><li>JPMorgan lowered its price target for Fair Isaac to $1,225 from $1,325, maintaining a ‘Neutral’ rating amid ongoing debate over the future of consumer credit scoring.</li></ul>“The Big Short” investor Steve Eisman reportedly disclosed on Thursday that he has a short position in credit-scoring firm Fair Isaac Corp. (FICO).During an interview with CNBC, Eisman stated that the prices Fair Isaac charges lenders for credit checks are higher than those charged by its rival, VantageScore.“I think that FICO very arrogantly raised prices by 500% over the last many, many years… has ticked off literally everybody in the lending world,” Eisman said during the interview.<a href="https://stocktwits.com/symbol/FICO">Fair Isaac shares</a> were down nearly 6% in Thursday morning’s trade.Eisman noted that even after Fair Isaac’s price cuts, his math shows that the charges for every 100 mortgage applications amount to $2,000, while VantageScore charges $99.The per-application charge comes to $20 at Fair Isaac and $0.99 at VantageScore, he said.According to TheFly, analysts at JPMorgan reduced their price target for Fair Isaac to $1,225 from $1,325 while keeping a ‘Neutral’ rating. The firm stated in its note that it expects continued debate around the future of consumer credit scoring.Fair Isaac reported earnings per share (EPS) of $11.14 on revenue of $692 million in the second quarter (Q2), while Wall Street estimated an EPS of $10.97 on revenue of $627 million, according to Fiscal.ai data.<h2 class="st-heading-2">Eisman’s Take On Markets</h2>Eisman added that he does not have a problem with the stock market right now, even though it is back to similar levels compared to a year ago.He stated that the current market conditions also resemble last year's, with narratives such as AI-fueled spending, robust credit conditions, and a “K-shaped” economy dominating the conversation.“We’re literally back to where we were last year, the same exact narrative, unchanged. It’s as if nothing happened in between,” he added.Eisman also stated that while concerns that equity markets have become more expensive now are fair, the argument is not as compelling because technology stocks now account for a larger share of the S&amp;P 500.“Tech sells at higher multiples generally than everything else,” he said, while noting that he would stick to the stocks he currently owns, which are mostly tech and financial companies.<h2 class="st-heading-2">Eisman Downplays Private Credit Concerns</h2>Eisman downplayed private credit concerns, noting that the problem with this segment is its overexposure to the software industry.“Even if it creates a credit cycle, it’s not systemic because the banks are better capitalized than they probably ever were in their history,” he said, while adding that he is not sure if private credit woes will even have that much of an impact on the economy.Morgan Stanley (MS) CEO Ted Pick stated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-ted-pick-private-credit-learning-moment-recession/cZJt0PLRIwi">earlier this month</a> that the private credit market is in a “learning moment” and under increased scrutiny because it is in its relatively early days.Pick added that the private credit market has “extraordinary” growth potential, while noting that it is just a question of time and working through economic cycles.<a href="https://stocktwits.com/symbol/FICO">FICO stock</a> is down 43% year-to-date and 51% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 29% over the past 12 months, while the Vanguard Growth Index Fund ETF (VUG) is up 31%.The Vanguard Total Stock Market Index Fund ETF (VTI) is up 29% during this period.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-march-2026-gdp-q1-2026/cZBMB5QRe4j">PCE Report: Fed's Preferred Inflation Gauge Rises 3.5% In March, Q1 GDP Comes In At 2%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

'The Big Short' Investor Steve Eisman Says He Is Short This Stock: ‘Very Arrogantly Raised Prices By 500%...’

During an interview with CNBC, Eisman stated that the prices Fair Isaac charges lenders for credit checks are higher than those charged by its rival, VantageScore.

<ul class="summary-bullets"><li>According to TheFly, Barclays analysts expressed optimism about Meta’s growth, stating that it is growing twice as fast as the digital advertising industry even as it has become leaner.</li><li>This comes amid Meta’s plans to trim its workforce by about 10% in May this year.</li><li>Barclays also added that Meta’s introduction of Muse Spark earlier this month adds to its confidence that the company’s AI investments will pay off later.</li></ul>Shares of Meta Platforms Inc. (META) were on track for the worst single-day decline in six months after the company’s rising capital expenditure outlook spooked investors.Meta expects capex to be between $125 billion and $145 billion in 2026, higher than its previous forecast of $115 billion to $135 billion. According to Meta CFO Susan Li, the higher capex forecast is driven in part by rising memory prices and in part due to additional data center costs to support the company’s future capacity requirements.<a href="https://stocktwits.com/symbol/META">Meta shares</a> were down more than 9% in Thursday’s pre-market trade. META was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">Wall Street Divided</h2>According to TheFly, Barclays analysts expressed optimism about Meta’s growth, stating that it is growing twice as fast as the digital advertising industry even as it has become leaner.This comes amid Meta’s plans to trim its workforce by about 10% in May this year, impacting about 8,000 employees.Barclays also added that Meta’s introduction of Muse Spark earlier this month adds to its confidence that the company’s AI investments will pay off later. The firm increased its price target for Meta to $830 from $800, while keeping an ‘Overweight’ rating.Analysts at Cantor Fitzgerald also highlighted the strength of Meta’s advertising business, stating that the company has multiple avenues to monetize its investments over time.However, the firm lowered its price target for Meta to $750 from $850 while maintaining an ‘Overweight’ rating, noting that increased capex to support AI capacity could raise investor concerns about return on investment.Bernstein analysts trimmed their price target for Meta to $850 from $900 while keeping an ‘Outperform’ rating, noting that the company's AI product progress remains unclear and that second-quarter (Q2) revenue guidance was slightly soft.Analysts at JPMorgan also cited the lack of AI product visibility as the reason for downgrading Meta to ‘Neutral’ from ‘Overweight’, while trimming the price target to $725 from $825.<h2 class="st-heading-2">Meta Beats Expectations</h2>Meta reported earnings per share (EPS) of $10.44 in Q1, blowing past Wall Street expectations of an EPS of $6.82. Revenue came in at $56.31 billion, slightly ahead of an estimated $55.55 billion.The company guided for Q2 revenue in the range of $58 billion to $61 billion. At a midpoint of $59.5 billion, it is slightly lower than the consensus estimate of $59.57 billion.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/META">Meta</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that Meta should have outlined a clear framework for how its capex will drive revenue over time.<stembedurl>https://stocktwits.com/ntbd618/message/651834080</stembedurl>Another user stated that the capex will set Meta up for incredible growth in the future.<stembedurl>https://stocktwits.com/kyle7324/message/651833222</stembedurl><a href="https://stocktwits.com/symbol/META">META stock</a> is up 1% year-to-date and 21% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 28% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 39%.The Vanguard Growth Index Fund ETF (VUG) is up 31% during this period, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 28%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrk-stock-gains-merck-q1-earnings-keytruda-winrevair-ceo-phase-3-robust/cZBMJ1iRe4Q">MRK Stock Soars As Keytruda Delivers Again In Q1, Winrevair Accelerates — CEO Signals Robust Phase 3 Readout Period Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock On Track For Worst Single Day Decline In 6 Months — Wall Street Debates Rising AI Capex Versus Strong Ad Growth

Meta expects capex to be between $125 billion and $145 billion in 2026, higher than its previous forecast of $115 billion to $135 billion.

<ul class="summary-bullets"><li>Visa shares jumped on Wednesday after the firm expanded its stablecoin settlement program to five additional blockchains.</li><li>Polygon was added as a key rail, as the network leads USD stablecoin activity with about 34% of transfers and over 50% of USDC volume.</li><li>The expansion reflects rising institutional demand for faster, blockchain-based settlement, with Visa positioning itself as a multi-chain payments layer.</li></ul>Visa Inc (V) shares rallied on Wednesday after the payments giant announced it had added five blockchains to its global stablecoin settlement program, as the initiative reached a $7 billion annualized run rate.&nbsp;The expansion&nbsp;to a total of nine blockchains for its pilot is meant to&nbsp;enable issuers and acquirers to settle transactions across&nbsp;multiple chains, reflecting growing demand for stablecoin-based payments. Polygon (POL) became one of the supported chains in the program, which now spans multiple blockchain ecosystems.“Our partners are building in a multi-chain world, and they expect their options to reflect that reality,” said Rubail Birwadker, Global Head of Growth Products and Strategic Partnerships at Visa. “Expanding our stablecoin settlement pilot program to more blockchains means our partners can choose the networks that best fit their needs, while relying on Visa to provide a common settlement layer across all of them.”<a href="https://stocktwits.com/symbol/V">Visa’s stock</a> was up over 9% during afternoon trading hours. On Stocktwits, the retail sentiment around V moved to ‘bullish’ from ‘neutral’ zone, while chatter around it rose to ‘extremely high’ from ‘high’ over the past day.<h2 class="st-heading-2">Polygon Gains Ground In Stablecoin Payments</h2>Polygon’s addition comes as the network has emerged as a leading platform for stablecoin transactions.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://polygon.technology/blog/visa-partners-can-now-settle-stablecoins-on-polygon">Data</a> showed it accounts for roughly 34% of USD-denominated stablecoin transfers, more than double the next-largest blockchain, and over 50% of USD coin (USDC) transaction volume.The network has also seen rising activity in recent months, with stablecoin usage and transaction volumes reaching record levels. Transaction costs remain fractions of a cent, with recent fee structure updates aimed at improving predictability for institutional users.Visa’s move connects its settlement infrastructure to one of the most active networks for dollar-based digital payments, as financial institutions increasingly explore blockchain rails for real-world transaction flows.<h2 class="st-heading-2">Stablecoin Push Expands Across Networks</h2>The expansion builds on Visa’s broader effort to integrate stablecoins into its global payments infrastructure. The company said in the press release that its settlement pilot now supports multiple blockchains, reflecting a shift toward multi-chain systems as digital assets move further into mainstream financial use.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-to-get-fast-tracked-says-senator-thom-tillis/cZBABcnReEJ">CLARITY Act To Get Fast-Tracked, Says Senator Thom Tillis – Calls For 'Good Faith' On Stablecoin Yield</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visa highlighted that Spanish financial services firm BBVA has been working in the VTAP sandbox throughout this year.

Visa Rallies After Stablecoin Settlement Hits $7 Billion, Adds Five New Blockchains

The collaboration reflects a broader shift toward multi-chain infrastructure as digital asset usage moves into mainstream financial systems.

$100 Invested In Vanguard Growth ETF 10 Years Ago Would Be Worth This Much Today

Looking to Buy the Tech Turnaround? This Low-Cost Vanguard ETF Might Be Your Best Entry Point.

Key PointsThe tech sector accounts for nearly two-thirds of the Vanguard Growth ETF (VUG...

<ul class="summary-bullets"><li>KeyBanc analysts highlighted that ServiceNow missed out on some deals in the Middle East during the quarter.</li><li>The firm also stated that the company’s margin guidance is declining due to acquisitions, and that ServiceNow’s current Remaining Performance Obligations were skinnier than usual in Q1.</li><li>Jefferies analysts stated that, following ServiceNow’s Q1 performance, investor sentiment is likely to remain muted until the company’s analyst day on May 4.</li></ul>Shares of ServiceNow Inc. (NOW) fell more than 17% in Thursday morning’s trade, extending the stock’s 2026 losses to over 45% after the company reported its first-quarter (Q1) results on Wednesday after the closing bell.The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/service-now-retail-buy-calls-pick-up-as-now-stock-crashes-post-q1-report/cZBfq4nRebU">reported</a> earnings per share (EPS) of $0.97, in line with estimates, while revenue of $3.77 billion beat expectations of $3.75 billion by a whisker.<h2 class="st-heading-2">Wall Street Strikes A Note Of Caution</h2>ServiceNow’s performance during the quarter resulted in a slew of price target cuts. According to TheFly, analysts at Truist warned that the penalty for missteps is severe at a time when frontier AI labs like OpenAI and Anthropic are ramping up their enterprise offerings.The firm lowered its price target for ServiceNow to $120 from $125 while keeping a ‘Buy’ rating. Truist added that the company's reiteration of its guidance on organic subscription revenue left investors wanting more.Analysts at Jefferies also lowered their price target for ServiceNow to $135 from $175, while keeping a ‘Buy’ rating. The firm stated in its note that, following ServiceNow’s Q1 performance, investor sentiment is likely to remain muted until the company’s analyst day on May 4.KeyBanc analysts highlighted that ServiceNow missed out on some deals in the Middle East during the quarter. The firm also stated that the company’s margin guidance is declining due to acquisitions, and that ServiceNow’s current Remaining Performance Obligations (RPO) were skinnier than usual in Q1.KeyBanc slashed its price target for NOW stock to $85 from $115, while keeping an ‘Underweight’ rating.Analysts at BMO Capital echoed similar sentiments, stating that ServiceNow’s current RPO guidance was disappointing. The firm trimmed its price target for ServiceNow to $115 from $120, while maintaining its ‘Outperform’ rating.<h2 class="st-heading-2">ServiceNow Flags Iran War Impact On Subscriptions</h2>ServiceNow stated that subscription revenue in Q1 came in at $3.67 billion, representing 22% year-on-year growth. The company added that this would have been higher if not for tensions in the Middle East, while flagging a 75-basis-point headwind to growth from delayed closings of several large on-premises deals in the Middle East.“There is a slight impact to the guide in going forward in Q2 as a result of the war, because you have to remember, when you're dealing with a sovereign cloud in the Middle East, everything that happens in the Middle East is recognized as on-premise revenue. It's not linear or ratable. It happens all at once,” ServiceNow CEO Bill McDermott said during the earnings call.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NOW">ServiceNow</a> trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels at the time of writing.One user stated that the NOW stock is still overpriced and added that AI is the future, not software.<stembedurl>https://stocktwits.com/What_Are_Stocks_2/message/651148580</stembedurl><a href="https://stocktwits.com/symbol/NOW">NOW stock</a> is down 45% year-to-date and 47% over the past 12 months. The S&amp;P 500 ETF (SPY) and the Vanguard Total Stock Market Index Fund ETF (VTI) are up 33% over the past 12 months.The Vanguard Growth Index Fund ETF (VUG) is up 37% during this period, while the iShares Russell 1000 Growth ETF (IWF) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warner-bros-discovery-shareholders-approve-110b-paramount-merger/cZBfzvXReR1">Warner Bros Discovery Shareholders Approve $110B Paramount Merger — CEO Zaslav Calls It A ‘Historic Transaction’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of ServiceNow, Inc. is displayed on a smartphone screen, with the company's branding visible in the background, on April 20, 2025, in Chongqing, China.

NOW Stock’s Plunge Today Takes 2026 Losses To 45% — Analyst Warns Penalty For Missteps Is Severe As AI Startups Ramp Up Enterprise Offerings

ServiceNow narrowly beat Wall Street expectations in Q1, reporting EPS of $0.97 in line with estimates and revenue of $3.77 billion, slightly above the $3.75 billion consensus.

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